US Taxable Municipal Bonds

Mandate Profile:

  • Investor: German Insurance
  • Initial Investment Volume: >100 m. Euro
  • Investment Universe: US Taxable Municipal Bonds (max. 10% Municipal Tax-Exempt Bonds exposure)
  • Investment Restrictions: Implementation of a client-specific ESG exclusion list (will be provided at a later stage)
  • Benchmark: e.g. Bloomberg Barclays Municipal Index Taxable Bonds
  • Tracking Error: not restricted
  • Currency Hedging: Overlay
  • Derivatives: allowed
  • Investment Style: active, long-only
  • Investment Vehicle: Segregated Account (German “Spezialfonds”)

Deadline: Friday, July 9th, 2021 (COB)